in the market the strong get bigger. what do you think nst would do if more assets became available in distressed times? what the 2008 cris did was force managers if companies to be prudent in minimusing excess debt. hence imo gold stocks that are able to seriously bring down the aisc and in australia and free of debt are in a wonderful place. unfortunately one has to now pay a good rate whereas bdr is brazilian based. the civil strife can cause governments to behave abnormally i.e. nationalisation attempts, closures etc. this is what is imo affecting sp of bdr. you watch if the new pres can get some stability how bdr will take off. i sold off my bdr holdings but ss i follow ta.
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